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8.5

Spot Score

Prospect CRM - CRM Software

Prospect CRM Reviews in May 2025: User Ratings, Pros & Cons

Boost sales and streamline processes with Prospect CRM.

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Prospect CRM Reviews & Ratings

Rating Distribution

Excellent

(30)

Very Good

(0)

Good

(0)

Poor

(0)

Terible

(0)

Expert's Review

Prospect CRM is a robust and user-friendly customer relationship management platform that has garnered widespread praise for its seamless integration capabilities and exceptional user support. Many users have highlighted its ability to integrate effortlessly with ERP systems, e-commerce platforms, and tools like Exchequer, enabling businesses to streamline ...Read more

Prospect CRM pros and cons

  • Exceptional customer support and onboarding experience, with consultants like Alex, Daniela, and Adilah receiving praise for their responsiveness, thorough training, and personalized assistance.

  • Easy integration with existing systems such as ERP, Exchequer, and Dear, enhancing operational efficiency.

  • Intuitive and user-friendly interface, allowing for easy navigation and simple customization of dashboards and templates.

  • Comprehensive functionality, including RFM analysis, magic matrix, and product upselling features, which provide actionable customer insights and drive sales.

  • Some users highlighted initial complexity in setup or onboarding, suggesting a steeper learning curve for new users without prior CRM experience.

  • Limited mention of advanced automation or third-party integrations beyond core systems, which may restrict scalability for larger businesses.

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Showing 1-10 out of 30

BC

Bella Collins

06/19/24

5 out of 5

We love working with Prospect

We love working with Prospect. Alex C is our Customer Success Consultant and he's great at responding to our questions as well as regularly checking in to make sure we're getting on well with the system. Thanks!

M

Matthew

06/18/24

5 out of 5

Training you can follow...........

We had several training sessions with our Prospect onboarding support person Adilah who made us feel very welcomed and explained everything in plain English. Thorough in her explanations, Adilah walked us through step by step on how the process worked. Contacts, companies, opportunities, tasks, reporting, follow ups and the magic matrix Thankyou Adilah for starting us off on our Prospect journey.

MS

Mimi Saharudin

06/13/24

5 out of 5

Great Onboarding Sesh

Great Onboarding Sesh! Adilah has been very nice and very helpful in order to make sure we understand and familiar with prospect interface!

M

Mitchell

06/06/24

5 out of 5

Very informative

Informative sessions, feel like we covered everything in depth and still had time to ask questions! Would recommend.

LH

Lee Hopkins

06/05/24

5 out of 5

Delivering a very important tool for our business to grow

Prospect Team provide, delivered and still supporting us as a new customer a very fit/form/function product and overhauling how we interact with our customers and internally as well. A great product supported by a great team.

MC

M C

05/30/24

5 out of 5

The after sales care team are excellent…

The after sales care team are excellent and I never have any issue getting hold of them. Thanks Daniela Balanescu

E

Erica

05/28/24

5 out of 5

Charlotte was amazing

Charlotte was amazing! She explained everything very well and answered all our questions. Made it very easy for us to start learning the system. 10 out of 10

N

Nic

04/23/24

5 out of 5

Great service

The service received in particular from Daniela Balanescu has been 5 star always efficient, friendly and helpful. Nothing is too much and always wanting to ensure we as the customer has everything we need to make the system work best for us.

A

Annabel

04/18/24

5 out of 5

Prospect is a solutions based CRM

Prospect is a solutions based CRM. My issues get addressed and the team work hard for our common goals. Recommend.

SH

Sharon Hewett

03/28/24

5 out of 5

*Five stars for Prospectsoft

We started slowly with the software due to bringing a stock system online at the same time. We are now regularly using the system which is proving extremely helpful in our busy office. Daniela Balanescu and Isobel Honours have been great in assisting us to develop extra reports